Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 20,215 shares of DFIS stock, worth $635,155. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,215
Previous 20,292 0.38%
Holding current value
$635,155
Previous $605,000 5.62%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$29.65 - $31.77 $2,283 - $2,446
-77 Reduced 0.38%
20,215 $639,000
Q2 2025

Aug 05, 2025
BUY
$23.2 - $29.84 $62,941 - $80,955
2,713 Added 15.43%
20,292 $605,000
Q1 2025

Apr 17, 2025
BUY
$23.92 - $26.89 $47 - $53
2 Added 0.01%
17,579 $454,000
Q4 2024

Feb 06, 2025
BUY
$24.25 - $26.7 $426,242 - $469,305
17,577 New
17,577 $431,000

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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